Managing your family, relations and contacts information will make it easier to inform or notify people by:

• creating letters and sending them by email
• create the labels for the letters to send by mail

By listing all your family members and their relationships you can also create a 'family tree'.
This creates an visual overview of who is related to whom and what their details are.

Contacts are often on an user's phone, but the full details are not always entered.
This app will let you import your contacts, review and select which ones are important to you, complete their details and mark them to be notified in case something happens to you.

Most U.S. states now follow the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA), which governs how a deceased person’s digital accounts may be accessed. Under this law, individuals can give legally valid instructions about who may manage their digital assets after death, and online service providers must follow those instructions when properly documented.
Many major technology companies also offer their own tools for designating who may access certain data after death. These provider‑specific settings usually take priority over instructions in a will, a trust or a power of attorney.
If someone dies without naming a person to manage their digital assets, access may be limited. Service providers are generally required to give only the minimum information needed to settle the estate unless the user gave explicit consent during life.
Because so much of daily life now depends on digital accounts, passwords, and online services, including digital assets in one’s estate planning has become increasingly important.
Under 'Assets & Liabilities' the 'Digital Accounts' page is where you organize your online accounts: the websites, apps and services you log in to, including the logins for your bank and investment sites.

• Email, social media, cloud storage and photo accounts, subscriptions, domains and other online services
• The logins for your financial and crypto accounts (the accounts themselves, with their protected account numbers and keys, are kept under Assets & Liabilities)

An executor or trustee should have a record of the testator's/testatrix online presence to deactivate accounts or end subscriptions that are not necessary anymore.
So 'Digital Accounts' is more than just another password manager.
It will give your executor or trustee access to all the account information of a deceased member of a household.

So remember to designate someone to take care of your online accounts in case of death or becoming incapacitated. This can be the same person as your executor or trustee, or your agent under a power of attorney.

It can be a real hassle to get access to online accounts and in most cases you are not allowed to use their username and password.
As an estate owner you can provide each online account with a detailed description to make it easier for your executor, trustee or agent to get access.

List and manage your Assets, Liabilities, Cashflow, Financial Institutions and other forms of asset accounts.
This will be valuable information for the executor to:

• quickly evaluate the current state of affairs
• resume payments
• avoid defaults
• end subscriptions
• where possible to avoid probate
• etc.

Not sure where to start? The Guided Setup walks you through your estate plan step by step, from your family and assets to your legal documents and the people you want to take on a role.

• Estate Planning Checklist - what is done and what is still open
• Legal Documents - your will, trust and powers of attorney, and where the originals are kept
• Will & Trust Candidates - who you name as executor, trustee, agent or beneficiary
• Certification of Trust and Forms & filings info
• Emails sent - every invitation the app sent for your estate, and whether it was answered

People you name are invited by email and choose whether to accept the role. This app organizes information and helps you build drafts for your Will, Trust and Power of Attorney; it does not replace legal advice or a lawyer's review of the final documents.

• Where are your important documents?
• Are the originals stored in a safe location?
• Where is that location and who can access this?

These are all important questions when you die or become incapacitated.
In this app's 'Document Manager' menu you can upload copies of these documents in different formats: PDF, png, jpg, etc. and indicate where the originals are stored in the 'Document Register'.

You can organize your uploaded documents in the 'Document Vault', then view or download them, save locally or email them to someone.

There might be things that you want to express or make clear to those you leave behind like: (under development)

• instructions and wishes
• your obituary
• your pets and who will care for them
• pictures, videos, songs and memories (pictures and videos are stored encrypted)

And you might even want to create a to do list of the things that still needs to do to finish your estate planning or point to others who could perform certain tasks that are needed for the execution of the estate.

Help explains each page, and the FAQ answers common questions by role (owner, partner, executor, trustee, agent, beneficiary). Resources is a list of services and information to help manage the execution of an estate.
Can't find an answer? Use Contact support.

The glossary provides information to users about all kinds of important subjects and terms around death or becoming incapacitated.

Executors, trustees and agents have their own What after death or incapacity section with an overview of what to do first. Access to the estate opens only after the owner has been recorded as deceased, which requires a death certificate. Beneficiaries then see only the pages meant for them, and never passwords.

Sensitive values and uploaded files are encrypted, each role sees only what it needs, and every viewing of a sensitive value is recorded in an Access log you can review. Turn on two-factor authentication for your own account. See the Security page for details.